CAIS

CAIS Live is back for 2025! This year’s lineup includes 9 in-person events, plus the CAIS Alternative Investment Summit in Beverly Hills this October. Advisors, earn CE credits, connect with alternative asset managers, and gain insights into the trends shaping private markets. Event Lineup: ✔️ CAIS Live | Partnership Forum – February 5, New York, NY ✔️ CAIS Live | Women in Wealth Leadership Forum – March 5, New York, NY ✔️ CAIS Live | Leaders in Wealth – March 24-25, Sea Island, GA ✔️ CAIS Live | Structured Investments – April 29-30, Park City, UT ✔️ CAIS Live | South – May 9, St. Petersburg, FL ✔️ CAIS Live | East – June 4, New York, NY ✔️ CAIS Live | Midwest – June 12, Chicago, IL ✔️ CAIS Live | West – July 22-23, Vail, CO ✔️ CAIS Alternative Investment Summit – October 13-16, Beverly Hills, CA Learn more: https://lnkd.in/esRAXJ93 #CAISLive #alternativeinvestments #advisoreducation

We’re thrilled to announce that our new podcast, CAIS Live Conversations: Building With Alts, is now live! A new podcast for financial advisors and industry leaders looking to explore the potential of alternative investments and share their growth stories. Join us as we explore: ✔️ The journey of advisors leveraging alternatives to drive growth ✔️ Emerging technologies transforming the landscape of alternatives and redefining wealth management ✔️ Stories from leading asset management leaders shaping the future of alternatives Our first two episodes are live now: Episode 1: Alternatives Differentiate Us featuring Marty Bicknell, CEO of Mariner Wealth Advisors. Episode 2: From Value Creation to Product Superiority featuring Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners. It’s been incredible bringing these conversations to life with industry leaders and sharing insights and strategies that can help advisors thrive in the independent space. Listen now: https://lnkd.in/eTEP7cdf #wealthmanagement #alternativeinvestments #financialadvisors

What may be driving the recent increase in growth equity deals? We considered the confluence of high-growth companies, minority stakes, and the strategy’s positioning between venture capital and buyouts. Read our latest article on growth equity to learn more. Access the article here: https://lnkd.in/eDMTY4pg #wealthmanagement #privateequity #alternativeinvestments

CAIS recently published a white paper that outlines various asset valuation methods and tests the “reversion to mean” principle applied to public and private markets. Read the full piece here: https://lnkd.in/eqZpuC3x #assetmanagement #alternativeinvestments #wealthmanagement

What were the most popular alternative asset classes among advisors we surveyed in our annual CAIS-Mercer survey? Flip through the slideshow below to find out and view the full report here: https://lnkd.in/ec-FdW_Q #privateequity #privatecredit #realestate

CAIS is proud to be named one of BuiltIn’s Best Places to Work in 2025! We’re honored to be recognized in: ✔️ 100 Best Midsize Places to Work in Austin ✔️ 100 Best Places to Work in Austin ✔️ 100 Best Midsize Places to Work in NYC These awards come on the heels of our new office opening in Austin—an exciting moment for our firm as we continue to expand our incredible team and thriving culture. Check out all the 2025 winners here: https://lnkd.in/eb7r37VB #BPTW2025 #2025BUILTINBEST

Is growth equity having a moment? Making up 23% of private equity deals in the first half of 2024, according to Pitchbook, it's outpaced traditional leveraged buyouts. Discover potential drivers of interest in growth equity in our recent article. Read the full piece here: https://lnkd.in/eXrzbSnm #growthequity #privateequity #alternativeinvestments

In today’s dynamic market landscape, structured notes offer diverse potential opportunities for investors. Each type—growth, yield, and protection—can be tailored to different financial goals. Which type of structured note do you find most attractive right now? Share your insights in our poll below.

Half of advisors we surveyed allocate 10% or more of client portfolios to alternatives. This and other findings reveal advisor preferences in our report, The State of Alternative Investments in Wealth Management. Access survey insights: https://lnkd.in/epSCdU-2 #financialadvisors #portfolioconstruction #alternatives

From timely insights to foundational resources, this year was marked by our continued commitment to educating and empowering financial advisors. To celebrate, we've compiled some of our most popular articles on alternative investing from the past year. Revisit your favorites below. You can also explore all our Insights here: https://lnkd.in/eSejaniv Most Viewed on the CAIS Website: ✔️ An Introduction to Private Equity Buyout: https://lnkd.in/eG2PQgHk ✔️ An Introduction to GP Stakes: https://lnkd.in/ezUU_4xe ✔️ Evolving Drivers of Private Equity Value Creation: https://lnkd.in/eWB3Z-QM Most Clicked on Social Media: ✔️ An Introduction to Investing in Sports: https://lnkd.in/eQSzjDPg ✔️ Why Structured Investments Are Climbing in Popularity With Advisors: https://lnkd.in/eDMg-fbw ✔️ Embrace Alternatives Through Technology or Get Left Behind: https://lnkd.in/eiaZMV5U We look forward to being a resource for learning about alternative investments in 2025! #alternativeinvestments #financialadvisors #privateequity